Zachary Henderson

 At Harper Davis Financial, we are able to provide professional services surrounding a wide variety of financial topics. Our clients have access to all partners/financial professionals that know your situation and can collaborate on your specific needs to come up with a strategy. While I’m willing to work with anyone that is serious about reaching their financial goals, my focus is working with families and employees at Intel and Microsoft.

With the vast majority of my clients being employees and families in the tech sector, many have common concerns: from lessening their overall tax burden, to retirement planning and college funding, to estate planning strategies and portfolio construction. I work with my clients to help them understand how they should be utilizing the different programs available, depending on their goals.

Everyone I work with gets walked through robust planning software before recommendations are made. This allows clients to see where they currently stand in relation to their goals, what shortfalls/surplus exist and how to address it based on their short and long-term goals. This process is extremely helpful and is complimentary with all clients and potential clients.

When getting together, we discuss your top financial concerns, goals and objectives, show you tax-advantaged strategies, evaluate your current financial assets, and answer questions to decide on the next steps.

I'm always open to an introductory phone call so you can determine if the way I work with clients is a good fit for you or not.

CA Insurance license # 0K71466


AXA Advisors, LLC and its affiliates and associates do not provide tax or legal advice or services.